BSW Wealth Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,130
| Closed | -$276K | – | 327 |
|
|
2025
Q1 | $276K | Buy |
1,130
+37
| +3% | +$9.03K | 0.04% | 243 |
|
|
2024
Q4 | $232K | Buy |
1,093
+7
| +0.6% | +$1.49K | 0.03% | 272 |
|
|
2024
Q3 | $242K | Buy |
1,086
+53
| +5% | +$11.8K | 0.04% | 261 |
|
|
2024
Q2 | $218K | Buy |
1,033
+37
| +4% | +$7.8K | 0.04% | 267 |
|
|
2024
Q1 | $205K | Sell |
996
-68
| -6% | -$14K | 0.03% | 279 |
|
|
2023
Q4 | $202K | Buy |
1,064
+11
| +1% | +$2.08K | 0.04% | 263 |
|
|
2023
Q3 | $200K | Sell |
1,053
-2,331
| -69% | -$444K | 0.04% | 229 |
|
|
2023
Q2 | $637K | Hold |
3,384
| – | – | 0.13% | 93 |
|
|
2023
Q1 | $564K | Buy |
3,384
+231
| +7% | +$38.5K | 0.12% | 123 |
|
|
2022
Q4 | $522K | Buy |
3,153
+172
| +6% | +$28.5K | 0.11% | 131 |
|
|
2022
Q3 | $445K | Buy |
2,981
+8
| +0.3% | +$1.19K | 0.11% | 129 |
|
|
2022
Q2 | $462K | Buy |
2,973
+381
| +15% | +$59.2K | 0.11% | 131 |
|
|
2022
Q1 | $442K | Buy |
2,592
+339
| +15% | +$57.8K | 0.11% | 141 |
|
|
2021
Q4 | $392K | Buy |
2,253
+151
| +7% | +$26.3K | 0.1% | 155 |
|
|
2021
Q3 | $318K | Buy |
+2,102
| New | +$318K | 0.09% | 173 |
|